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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,598 | $102,595-92.6% | $94,057-91.9% | $154,746-95.1% |
| Participation rate | 64.3% | 76.0%-11.7pp | 73.3%-9.1pp | 80.7%-16.4pp |
| Annual return | 8.23% | 583.42%-575.2pp | 480.62%-472.4pp | 172.34%-164.1pp |
| Employer contribution / active EE | $1,003 | $3,147-68.1% | $2,933-65.8% | $4,379-77.1% |
| Participant deferral / active EE | $1,126 | $5,118-78.0% | $4,709-76.1% | $6,730-83.3% |
| Admin fee / account holder | $1,532 | $7,736-80.2% | $7,244-78.9% | $14,365-89.3% |